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Practice Management
Estate Planning Technology for Financial Advisors
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Diana CabricesGuest Expert: Diana Cabrices,

In this webinar, technology evangelist Diana Cabrices taught listeners about solutions designed to help financial planners navigate the estate planning conversation with ease (while staying complia...

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Discussions & Comments

Missy Davis 2 years 10 months ago
A few comments from listeners:
Great concise and thorough highlight of 3 platforms which offer a tremendous tool to advisors for the critical subject of estate planning. Thanks
- James M.

Enjoyed seeing the differences between each of the platforms. Nice visual comparison.
- Michael H.

Very good speaker, professional, and materials relevant to advisors.
- Mike C.
A few comments from listeners:
Great concise and thorough highlight of 3 platforms which offer a tremendous tool to advisors for the critical subject of estate planning. Thanks
- James M.

Enjoyed seeing the differences between each of the platforms. Nice visual comparison.
- Michael H.

Very good speaker, professional, and materials relevant to advisors.
- Mike C.

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In this webinar, technology evangelist Diana Cabrices taught listeners about solutions designed to help financial planners navigate the estate planning conversation with ease (while staying compliant). Attendees will got an in-depth look at technologies such as Wealth.com, Vanilla, and Trust & Will, including how they’re different and what other advisors say about their success using them.